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Alt Doc Refinance

Alt Doc Refinance is the process of replacing an existing home loan or commercial property loan with a new one, using alternative documentation — such as BAS, accountant letters, or bank statements — instead of full tax returns to verify income. It allows self-employed borrowers to access better rates, consolidate debt, or release equity without producing full financial statements.

Why It Matters

Self-employed borrowers who originally obtained a loan under alt doc or low doc conditions may be paying higher rates than necessary. An Alt Doc Refinance lets them move to a more competitive product without needing to produce full tax returns. It's also the pathway for accessing equity through a Cash Out Refinance or Equity Release when full financials aren't available. This is a property-specific process — for asset refinance on vehicles or equipment, see Low Doc Asset Finance.

How It Works

  • You identify a refinancing goal — lower rate, debt consolidation, or equity access.
  • You provide alternative income documentation (BAS, accountant letter, or bank statements).
  • The new lender values your property and calculates the LVR.
  • If servicing passes on the new loan amount, the refinance is approved.
  • The new lender pays out your existing loan at settlement, and you begin repayments on the new facility.

Common Use Cases

  • Reducing interest rates on an existing alt doc or low doc home loan
  • Consolidating personal and business debts into a single property-secured facility
  • Accessing equity for business investment or renovations via cash out
  • Switching from a non-bank lender to a bank product with better terms
  • Removing a guarantor or co-borrower from an existing loan structure

Related Switchboard Resources

For guidance on comparing home loan products, visit moneysmart.gov.au.

Can I refinance from a full-doc loan to alt doc?
Yes. If your circumstances have changed and you can no longer provide full financials, you can refinance into an alt doc product — though the rate may be higher than your current full-doc loan.
How much equity do I need to refinance?
Most alt doc refinance products require a maximum LVR of 80%, meaning you need at least 20% equity in the property after the refinance. Check your current payout figure against the property value.
Are there costs to refinancing?
Yes. Refinancing may involve discharge fees from your current lender, application fees with the new lender, valuation costs, and government fees. These should be weighed against the long-term savings. Watch for exit fees on your existing loan.